Privacy Policy – AtHeart Annuities
Effective Date: 8/1/2025
AtHeart Annuities is a subsidiary of AtHeart Group LLC. We value your trust and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you interact with us through our website, forms, or communications.
- Information We Collect
We may collect the following types of personal information:
- Your name
- Phone number
- Email address
- Information voluntarily submitted through web forms or direct communication (such as inquiries, feedback, or appointment requests)
- How We Use Your Information
Your information is used solely for purposes directly related to our business operations, including:
- Responding to your inquiries or requests
- Scheduling consultations or providing service updates
- Sending educational materials, newsletters, or resources you’ve requested
- Conducting internal analysis and improving customer experience
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
- Information Sharing
AtHeart Annuities may share limited personal information only with trusted service providers and partners who assist us in conducting business, such as email delivery, website hosting, or client management systems.
These parties are obligated to handle your information securely and solely for the purposes outlined above.
Third parties that may have incidental access to your information include service providers engaged by AtHeart Annuities and affiliated partners under Financial Independence Group and its subsidiaries, strictly for operational or compliance reasons.
- SMS Consent and Communications
By providing your phone number, you consent to receive SMS communications related to your inquiries, appointments, or services with AtHeart Annuities.
- SMS consent is not shared with third parties or affiliates.
- No mobile opt-in data will be shared with any third parties or affiliates
- You may withdraw your consent at any time by replying STOP to any message.
- Message and data rates may apply depending on your carrier.
- Data Retention and Security
Personal information is stored securely and retained only as long as necessary to fulfill the purposes described in this policy.
We maintain reasonable technical and organizational safeguards to prevent unauthorized access, disclosure, alteration, or misuse of your data.
- Cookies and Website Tracking
Our website may use cookies or similar technologies to improve user experience, analyze web traffic, and optimize site performance.
You can adjust your browser settings to refuse cookies if you prefer; however, this may limit certain functionality of the website.
- Your Rights and Choices
You have the right to request access to, correction of, or deletion of your personal information.
If you wish to update or remove your information from our systems, please contact us at tony@atheartannuities.com.
- Legal Compliance
AtHeart Annuities complies with all applicable privacy and data protection laws, including federal and state-level requirements such as the California Consumer Privacy Act (CCPA) and the Virginia Consumer Data Protection Act (CDPA), where applicable.
- Contact Information
For questions, concerns, or privacy-related requests, please contact:
tony@atheartannuities.com
Summary
AtHeart Annuities respects your privacy and is committed to ensuring that your personal information remains safe, confidential, and used only for its intended purposes.